Workload view v2
in progress
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Tamlyn Koga
in progress
Hey everyone, thank you for your feedback to date! Here with an update from the Product Manager, Vasil regarding Workload 2.0!
We're excited to announce several upcoming improvements to the workload view including:
- Longer Timescale
- Infinite horizontal scroll
- Updated design
- Improved workload capacity visualization + weekly and monthly capacity
- Zoom out to Weeks and Months to see the big picture and longer plans
- Enhanced task creation + finding tasks
- Performance Optimizations
This feature is currently "In Progress" and we are looking for a handful of beta testers to get early access and provide feedback this month.
If interested, please sign up at https://forms.clickup-stg.com/333/f/ad-1834941/ALLVIKJTMJMRXOQTC0
Thank you and we'll be in touch!
Will Rodriguez
One feature we've been really hoping for is the ability to set the time estimates on a per day basis for a task that spans multiple days. As an example, if I have task that spans four days I would like to be able to manually distribute the time estimated hours each day versus an even split over all four days.
Miłosz Blasiak
TLDR: Start date/end date separate for each assignee
We are using tasks with start date, end date and time estimate. The estimate is broken down for each assignee.
Problem:
We have a task estimated for 40h broken down for assignee A 10h and B 30h.
I know assignee B needs at least 30/8=~4 days to complete his part. This results in a task spanning for 4 day (start date - end date). In result, assignee A workload is low for 4 days.
We use a special task type to plan workload for 3+ months ahead. A separate task for each assignee makes it difficult to coordinate efforts.
Solution:
Add option to set the start/end date for each Assange separately from the task start/end date. This should be possible in workload view and Gant as well.
Workaround:
Split task for each assignee.
Vasil Enchev
Miłosz Blasiak: We’re exploring potential solutions to this challenge.
Would you prefer to:
• Adjust the hours for each day for every user individually?
• Manage multiple schedules for each task (e.g., assign different start and end dates for specific users)?
Let us know which option works best for you!
Marco Bernasocchi
Vasil Enchev multiple schedules.
or maybe even decouple planning/workload from due date.
imagine project A is due 23.11.25; I'll plan for Dev X and Dev Y to work on it in October; not forcibly up to the project the due date.
Andreas Otto
Have you considered that the workload only remains realistic if there is an option “Time estimated minus time tracked” for tasks that run over several days? Without that, there would be no correct calculation of remaining expenses and the workload is just a relatively blurred work preview.
l
larry thacker
Example: Create a task that has no subtasks. Set start date and end date. Add time estimate (hrs). The user has 8hrs of capacity a day and the task time estimate is 16hrs. The users start date is on a Monday and end date is on a Friday. Instead of dividing the total time estimate for the task from Monday to Friday (16/5=3.2hrs a day) run the numbers consecutively Monday, 8hrs and tuesday 8hrs.
The end date representing the task due date. if you were to follow the workflow of the current workload view you would be finishing everything just in time. Isn't the goal avoid putting yourself in time constraints?
Dimitar Dimitrov
larry thacker Tamlyn Koga This is one of the biggest issue with Workload, me and team was hoping by that point to have solution. I know there is separate project for Time Blocking in calendar, but its delaying a lot. Anyway in our case and I asume in many other people cases our tasks can be 12-16-32h and we don`t want to create many subtasks, we just want to have option to tell how many hours to work in each day manually, otherwise capacity of the team is never gonna be accurate and good visual tool (even better by the looks of it now) its not usable on practice.
C
Chris
It would be great if you could quickly add a time estimate to a task directly from the view.
B
Buck Kempner
Calendar events counting towards workload is a must:
Tamlyn Koga
Buck Kempner: Thank you for the feedback! This is something that we did discuss when our Work Analytics and Calendar Squads got together. In the future, we plan to incorporate working schedule data (and exceptions) from third-party services like Google Calendar.
While we do not have an exact timeline for this, we will continue to keep everyone updated as we get further along with our initial Workload 2.0 release.
Dimitar Dimitrov
Tamlyn Koga Tamlyn Koga To solve this we write custom API script to create tasks from Outlook events.
Tamlyn Koga
in progress
Hey everyone, thank you for your feedback to date! Here with an update from the Product Manager, Vasil regarding Workload 2.0!
We're excited to announce several upcoming improvements to the workload view including:
- Longer Timescale
- Infinite horizontal scroll
- Updated design
- Improved workload capacity visualization + weekly and monthly capacity
- Zoom out to Weeks and Months to see the big picture and longer plans
- Enhanced task creation + finding tasks
- Performance Optimizations
This feature is currently "In Progress" and we are looking for a handful of beta testers to get early access and provide feedback this month.
If interested, please sign up at https://forms.clickup-stg.com/333/f/ad-1834941/ALLVIKJTMJMRXOQTC0
Thank you and we'll be in touch!
Evripides Gavriel
Tamlyn Koga was really looking forward to this! Big win!
Does the new workload show availability across all lists nomatter where the view is set?
Would love to jump on the beta! Heavy user!
Lukas Moser
Tamlyn Koga please include an option to minimize the height of the single bars/tasks so we can fit as much data as possible vertically
Tamlyn Koga
Evripides Gavriel: Availability is still based off of where the Workload View was created (i.e. if at the Folder level it will account for all tasks within said level of the hierarchy). If you need to pull in all availability, our best recommendation is to create the Workload View at the Everything level.
Excited to have you be a part of the beta! As long as you submitted the form, we will get you enabled next week. Please note, an email notification will go out with more details by Friday 1/10. Thanks!
Tamlyn Koga
Lukas Moser: That has been accounted for in the new Workload View 2.0. Once you get access, you will be able to change the time period to month and see almost a full year in the View (as well as have infinite horizontal scroll to see further). Excited to have test this out for yourself.
Guy Mannerings
Tamlyn Koga Be interesting to know how this is going to work with the New Calendar, as Start Date and Due Date will FINALLY not be the same as DO dates, but will actually be Start and Due Dates.
So will Workload View understand the difference, too? Or will it be tied to Start and Due Dates to get its times? In which case it will be wrong, as Start and Due Dates and not meant to be DO dates.
Lukas Moser
Tamlyn Koga Thanks for the info. I was more curious on the vertical spacing if can make the bars lower. Also i did not get an invitation to the beta on friday. Could you kindly check? Heavy user of workload view here :)
Lukas Moser
I got the invite. Thanks
Naomi Peters
Tamlyn Koga Two things...
(1) In workload view, I have the toggle enabled to show closed tasks, as they absolutely contribute to the workload for me or one of my team members on a given day. However, when a task is closed, it still shows in the workload view on the assigned due date, not on the date it was closed / the date when any time or activity was recorded. Example: Sue is assigned task xyz, which is due on Dec 15. Sue actually works on & completes the task on Dec 12. The task still shows on her workload on Dec 15, even though it's already complete.
(2) We use a lot of recurring tasks for our ongoing client work. Generally these will be due on the same day each week or month. This shows up in the workload view by showing a massively overbooked day on those recurring dates, with underbooked days elsewhere. This makes it difficult to get a realistic view of what is happening when with team members. I know some of this is being discussed in the new calendar time blocking feature that's being worked on, but, at the moment, that won't have the functionality that I need as head of the company in terms of allocating tasks to my team members. It would be great if there were some field on a task (NOT the start or due date fields) where team members could indicate (or I could set) intended work day(s) for a given task. Even better if there's a way to indicate one or multiple days, and, if multiple, how to split the estimated time across the multiple days.
K
Katheryn Hays
The option to view a percentage or summary of time/tasks per space, list, or tag at either the day or week level per person. You could then see that Jenny is working at capacity on monday and 25% of her time is on r&d and 75% on troubleshooting.
The workload view seems to be the best tool with the least amount of options in my opinion. I need to be able to have time capacity per space, different working days per person, a view of time alloted on what list for the day. The equal division of time per day across work weeks and tasks is great as a default setup, but not a practical real world solution to a lot of things. Tasks should be able to be moved to say 4 hours one day and 2 hours over the next two, and this majorly affects the accuracy of the workload view.
Shaun Brown
For the workload view, being able to change which date field (such as a custom date field) is used to show the tasks on the different dates would be fantastic
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